Nadel Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nadel Private Wealth serves individual and high‑net‑worth clients with ongoing portfolio management and standalone financial planning, and also offers project‑based small‑business consulting and bookkeeping/QuickBooks support. The firm charges asset‑based advisory fees and prepares written Investment Policy Statements to tailor strategies to each client’s goals and risk tolerance.
The adviser uses both discretionary and non‑discretionary services in its agreements and may recommend or allocate assets to third‑party managers; as of its latest filing it reported $3.7 million in non‑discretionary assets and no discretionary assets. Its investment methodology incorporates charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory and employs both long‑term and short‑term trading across mutual funds, ETFs (including precious metals), REITs, private placements, venture capital and commodities.
Compared with peers, the firm is notable for its very small client roster (seven clients) and for not operating as a solo practitioner despite its small scale, maintaining additional staff and offering business consulting services uncommon for firms of this size. The principal is also a licensed insurance agent who may receive compensation for insurance sales, and the firm requires clients to custody assets with specific platforms (Schwab Institutional and Altruist) and does not aggregate trades across client accounts.
Client services
Expertise
Fee options
Fixed fees for standalone, project-based financial planning services between $500 and $2,500
1.00% annually for assets $1,000,000 and up
Insurance product commissions accepted by supervised persons
Financial planning hourly fees between $50 and $150
Account minimum: $1,000,000 (may be waived at firm's discretion) Fee-only: Fixed financial planning fees between $500 and $2,500; hourly financial planning fees between $50 and $150
Main office
See officeSan Jose CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jeremy N
Series 66
San Jose, CA
Nadel Private Wealth LLC
Jeremy Nadel is a financial advisor at Nadel Private Wealth LLC in San Jose, CA, holding a Series 66 designation with one year of industry experience. His prior work includes a year at Ameriprise Financial Services LLC and five years at Delta Agricultural Holdings. Nadel Private Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and small-business consulting, including bookkeeping and QuickBooks support. The firm employs a range of investment analysis methods and strategies, manages a very small client roster, and offers services uncommon for its size, such as business consulting and maintaining additional staff.
Geoffrey G
Series 66
Los Angeles, CA
Nadel Private Wealth LLC
Geoffrey Grimsdale is a financial advisor at Nadel Private Wealth LLC in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. He has previously worked with firms such as Encompass More Asset Management, Ameriprise Financial Services, and Cetera Advisors. He is also the president and owner of Grimsdale Financial Solutions, a tax preparation and accounting business serving individuals and small business owners. Nadel Private Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and small-business consulting services. The firm employs a range of investment strategies and maintains a very small client roster while offering additional business support uncommon for firms of its size.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)